Investing for retirement

At StatePlus we understand the financial needs of pre-retirees and retirees, which means that we manage money differently. Our experience tells us that retirees have a greater need for certainty and security. As stewards of our clients’ retirement savings we invest in a way that’s highly aligned to these needs.

At StatePlus we’re always looking for better ways to invest your money. This is why we’re now investing in unlisted infrastructure. Stability, diversification and consistent valuations are just some of the benefits of this asset class.

We often think about portfolio returns in terms of how well they perform in a rising market. But how well your portfolio can ‘cushion’ falls in down-markets is just as important. Learn about the power of compounding and how it can significantly improve your portfolio returns.

Should you switch your investments to something ‘safer’ like cash when markets are volatile? Richard Dinham, StatePlus' head of research, says you could be missing some great opportunities if you do. Find out why …

Are you a risk taker or risk avoider? Research shows that less than half of Australian super investors are willing to take on even moderate levels of risk. Find out why this could have a big impact on your savings.